Integrate Salesforce Sales Cloud with SAP Business One: simple, fast, secure

Would you like to have consistent and accurate customer data in Salesforce Sales Cloud and SAP Business One at all times without any IT projects? That’s exactly what MARINI is for.

Data integration made simple

With MARINI, the integration of Salesforce Sales Cloud and SAP Business One is ready to use in just a few days and grows flexibly with your requirements.

HubSpot Logo – CRM Platform Integration
SAP C4C Logo – CRM Integration
  • Simple: The intelligent no code interface makes integrations immediately transparent and controllable and includes logs, monitoring, and alerts.
  • Fast: Changes are synchronized in real time between Salesforce Sales Cloud and SAP Business One. Your company benefits right away from consistent data.
  • Secure: EU based GDPR compliant hosting, ISO certified data centers, and governance mechanisms provide maximum reliability.

And the best part: we handle the integration for you. Our experts set up your Salesforce Sales Cloud SAP Business One interface on your behalf or together with your team.

Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Salesforce Sales Cloud with SAP Business One and many other systems is also possible.

Why are sales and finance still syncing data manually?

Salesforce Sales Cloud is the leading cloud CRM platform for sales teams. Accounts, opportunities, and pipeline management all happen here. SAP Business One is the ERP system for small to mid-sized businesses, controlling finance, purchasing, inventory management, and order processing.

The Salesforce Sales Cloud SAP Business One integration connects sales and back office in real time. Accounts, quotes, orders, products, prices, and invoice statuses flow bidirectionally. Your sales team works with real ERP data, finance sees the pipeline, and manual duplicate entry is eliminated.

What does the Salesforce SAP Business One integration deliver for you?

Sales and finance often work in separate worlds. The Salesforce SAP Business One connection closes this gap and automates data flow between both systems.

Sync accounts and business partners. Customer master data from SAP Business One is created as accounts in Salesforce, with changes flowing bidirectionally. Sales and finance work with the same customer view, without Excel reconciliation.

Convert opportunities into sales orders. Won opportunities are automatically created as sales orders in SAP Business One, including products, prices, and discounts. The transition from sales to operations becomes seamless and error-free.

Products and price books from the ERP. Items and price lists from SAP Business One are made available in Salesforce. Your sales team creates quotes with current prices—no more outdated lists.

Invoice status directly in Salesforce. Invoices and payment statuses from SAP Business One are displayed in the Salesforce account. Sales can proactively inform customers without asking finance for information.

Contact synchronization with business partner linkage. Contacts are created as contacts in Salesforce and linked to the correct business partner in SAP Business One. Name, email, phone, and role remain consistent.

Make inventory levels visible to sales. Inventory data from SAP Business One is displayed in Salesforce. Your sales team sees availability and can commit to realistic delivery dates before the customer asks.

From Integration to Results

The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.

Andreas Gozian, Chief Sales Officer at MARINI

Business perspective: What the Salesforce SAP Business One connection means for your company

For: C-level, management, business development

Faster sales cycles, higher close rates. When sales works with real prices, inventory levels, and delivery dates, inquiries decrease and quotes become more precise. Customers receive binding commitments faster, and conversion increases. The Salesforce SAP Business One interface eliminates the media break between CRM and ERP.

Reduce operational costs through automation. Manual data transfer between sales and finance costs time and produces errors. With integration, data flows automatically, teams focus on value creation instead of copy-paste. This pays off from just a few synchronized orders per week.

Align forecast and reality. Pipeline data from Salesforce is reconciled with actual orders and bookings in SAP Business One. You see where forecasts deviate from reality and can base sales management on facts instead of estimates. Budget planning becomes more reliable.

Functional area: How the integration changes daily work in sales and finance

For: Marketing, sales, customer success, operations

Sales works with ERP data without going into SAP Business One. Your sales team sees customer master data, open items, invoice status, and inventory levels directly in Salesforce. No separate logins, no inquiries to finance. The Salesforce SAP Business One connector brings ERP data where it’s needed.

Finance receives clean data from Salesforce. Won opportunities are automatically created as sales orders in SAP Business One, including all relevant fields. No more illegible emails, no incomplete order confirmations. Data quality increases, inquiries decrease.

Use campaign and opportunity data for reporting. Marketing sees in Salesforce which campaigns led to opportunities. Finance sees in SAP Business One which opportunities became orders. Joint reporting across both systems becomes possible without manually merging data.

Customer asks about invoice status? Sales answers immediately. Invoices from SAP Business One are displayed in Salesforce, including payment status and open items. Your sales team can answer customer questions directly without contacting finance. Customer experience improves noticeably.

Technical: How the Salesforce SAP Business One connection works under the hood

For: IT, development, system architects, admins

SAP Business One Service Layer as integration foundation. MARINI uses the SAP Business One Service Layer (REST/OData) for the connection. The Service Layer must be installed and configured. MARINI connects via REST API, authentication runs via session-based auth. No installations in the SAP system needed, MARINI works API-only.

Salesforce REST API and Platform Events for real-time sync. On the Salesforce side, MARINI uses the REST API for CRUD operations and Platform Events for Change Data Capture. Changes in Salesforce trigger events that MARINI processes and forwards to SAP Business One. Bidirectional real-time synchronization without polling.

Mapping Salesforce accounts to SAP business partners. Accounts in Salesforce are mapped to business partners in SAP Business One, contacts to contact persons. Custom fields in both systems can be flexibly mapped. MARINI supports field rules, transformations, and validations to ensure data quality.

Conflict handling and duplicate management. With bidirectional updates, conflicts can arise when both systems are changed simultaneously. MARINI offers conflict resolution through definable rules (e.g., Salesforce leading for contact data, SAP Business One leading for prices). Duplicates are detected and handled through matching logic before they occur.

Maximum Security and Stability

Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:

  • GDPR-compliant and legally secured (including Swiss revDPA)
  • ISO 27001-certified data centers
  • Multiple daily backups across multiple locations
  • Incident response and recovery plans
  • Continuous monitoring and personal tech support

This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.

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Frequently asked questions about Salesforce SAP Business One integration

Typically, accounts (business partners), contacts (contact persons), opportunities, products (items), price books (price lists), quotes (sales quotations), orders (sales orders), invoices, and inventory are synchronized. Depending on the use case, custom objects and additional fields can also be mapped.

Yes. SAP Business One is often operated on-premises, and MARINI can also connect on-prem systems. The prerequisite is that the SAP Business One Service Layer is installed and accessible. MARINI works API-based; no installations in the SAP system are needed.

The SAP Business One Service Layer is the modern REST/OData interface of SAP Business One. For integration with MARINI, the Service Layer must be installed and configured, as MARINI communicates through this interface. Without an activated Service Layer, integration is not possible.

Yes. MARINI supports the synchronization of custom fields in Salesforce and user-defined fields in SAP Business One. The mapping is flexibly configurable, field rules and transformations can be defined. This allows you to fully map your individual data model.

MARINI offers matching logic that compares records based on defined criteria (e.g., customer number, email address) before they are synchronized. If a record already exists, it is updated instead of newly created. You can flexibly configure the matching rules and adapt them to your processes.

With bidirectional integrations, conflicts can arise. MARINI offers conflict resolution through definable rules, e.g., it can be specified that Salesforce is leading for certain fields and SAP Business One for others. Conflicts are logged and can be viewed in monitoring. This keeps you in control of your data quality.

For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.

Matthias Glauser
Matthias Glauser
Head of Digital Marketing & Media, Swissmilk
Swissmilk

We have been working with MARINI for a long time and are very satisfied with the collaboration. We particularly appreciate their high level of flexibility, excellent communication, and fast response to our requirements. The platform integrates seamlessly into our dynamic environment and helps us achieve our goals efficiently. MARINI is a reliable partner, and we recommend them without reservation.

Tobias-Zimmer-Jahr-Media
Tobias Zimmer
Director Digital
Jahr Media

With MARINI’s integration solutions, we eliminate customer data silos and orchestrate marketing automation campaigns seamlessly across systems.

Holger Weser
Holger Weser
Managing Director Flymint GmbH
Flymint GmbH

From Data to Growth

We support you in integrating Salesforce Sales Cloud and SAP Business One. Personalized. Tailored to your goals.